Whole Family Financial Services, Inc.
Whole Family Financial Services, Inc. (CRD# 305027) is a financial advisory firm headquartered in , . They manage $53,347,000 in 160 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Whole Family Financial Services, Inc.
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts160ACCOUNTS
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Average Account Value$333,419
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Whole Family Financial Services, Inc.
1
Deborah Gianelli (CRD# 2835104) is an Investment Advisor Representative working at Whole Family Financial Services, Inc. in Bothell, WA and has over 27 years of experience in the finance industry.
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